Tag Archives: Kirk Lowe

Episode 246 – How to Fill Your Webinars With Fans (Instead of Skeptics)



Do you have fans or skeptics showing up to your advisor webinars?

Fans are familiar with your work. They understand exactly how you help your niche. And they’re eager to invite their network to your webinar.

Skeptics are the complete opposite. But they’re the people who usually attend advisors’ webinars. 

Today, Matt and Kirk teach you how to turn someone into a fan before they show up at your webinar. You will also learn ways to think like a big company as you approach your marketing, which is a key to converting webinar skeptics into fans. 

In this episode, you will learn:  

  • The differences between a skeptic and a fan
  • The downfalls of focusing on short-term marketing outcomes
  • Ways to nurture your attendees before and after the webinar
  • The differences between a strategy and a plan
  • How to think like a big company, but market like a small company
  • And more!

Tune in now and learn how to fill your webinars with fans!

Resources:

Top Advisor Marketing 

Brought to you by: iris.xyz


Episode 241 – How to Go From Bad to Good to Great Marketing



Do your marketing tactics strengthen your credibility? Or is it possible that your tactics are actually damaging your reputation and costing you time, money, and opportunities?

In this episode, Matt and Kirk walk you through examples of bad, good, and great advisor marketing. You will learn how to fix bad marketing and become endearing to the people you want to serve. 

In this episode, you will learn:  

  • What bad, good, and great marketing looks like 
  • How to shift from bad marketing to great marketing
  • The difference between marketing and sales
  • Ways to endear your audience to you
  • Seven ways to make a better effort with your marketing
  • And more!

Listen now and learn how to take your marketing from bad to good to great!

Resources:  Top Advisor Marketing | Good VS. Bad Advisor Marketing: Tactics to Stop and Start Doing Immediately

Brought to you by: iris.xyz 


Episode 238 – 5 Reasons Your Lead Generation Isn’t Effective And How To Improve It



Are you wasting time chasing leads that end up being unqualified or clueless about your real value?

In this episode, Matt and Kirk uncover 5 reasons why advisors’ lead generation isn’t working and how to fix it. You will learn how to shift your marketing tactics to start building relationships and stop chasing short-term leads.  

In this episode, you will learn:  

  • The difference between leads and relationships
  • How to start marketing on your audience’s terms (and not your terms)
  • Tangible ways to build relationships and solve your audience’s pain points
  • Ways to give your audience multiple engagement options –- and why this is important
  • And more!

Tune in now for 5 ways to improve your lead generation!

Resources: 

Top Advisor Marketing 

Brought to you by: iris.xyz 


Episode 233 – Beware of “10X” and “We Fill Your Pipeline” Claims



If a marketing expert promises you results that seem too good to be true, it probably is. 

In this episode, Matt and Kirk discuss why they believe it’s irresponsible for “marketing gurus” and “lead-generation experts” to claim that they can fill financial advisors’ pipelines and get them 10X the results. They also talk about what advisors have to gain by shifting away from a “quick win” marketing mindset.

In this episode, you will learn:

  • Why the promise of 10X and filling your pipeline is problematic
  • How to validate these promises
  • Why silver marketing bullet is not a sustainable pursuit
  • What to do if you’re approached by aggressive marketers that trying to sell you short-term success
  • And more!

Tune in now to consider a new way to think about quick-win promises from marketers. 

Resources:  Top Advisor Marketing | Kirk’s LinkedIn post | Death By Referrals

 

Brought to you by: iris.xyz 


Episode 229 – Marketing to The Forgotten Generation



Generation Xers are a Financial Advisors’ Dream – so why are they being left out?

In this episode, Kirk and Matt, Gen Xers working in the marketing space for financial advisors, are finally exposing a significant hole in the industry – Marketing to the Forgotten Generation – Generation X! 

Gen Xer’s are the first generation to start figuring out the idea of work-life balance, and more and more of them are entrepreneurs, but no one is marketing to them to help them prepare for retirement.

In this episode, you will learn:

  • What being from Generation X means
  • Why it is essential that advisors start paying attention to Generation X and how can they reach them
  • What do Gen Xers want from a financial advisor
  • And more!

Tune in now to hear the story that no one else is talking about!

Resources:  Top Advisor Marketing 

Brought to you by: iris.xyz


Episode 226: The New Reality for Financial Advisors –– With Doug Heikkinen



Have you started changing the way you communicate with clients? Do you have a fine-tuned value proposition that articulates your unique expertise?

In this episode, Matt and Kirk speak with Doug Heikkinen, founder of Iris.xyz, a media platform dedicated to helping advisors become better in business and life. Together, they give advisors action items for shifting into another gear to excel in the midst of the bear market and COVID-19 pandemic. 

In this episode, you will learn:

  • How much time to dedicate to client communication on a daily basis
  • Remote-work practices that the Top Advisor Marketing team swear by
  • Value-proposition questions for business owners to reflect on right now
  • Why it is so important to accept change and not fear it
  • And more!

Tune in now to hear action items that can help advisors shift gears to succeed in our new reality.

Resources:  Top Advisor Marketing | 5 Steps to Creating a Powerful Value Proposition | Iris.xyz | Asana

Brought to you by: Iris.xyz


Special Episode: Going on The Offensive — With Coach Joe Lukacs



Being proactive and taking action, especially during difficult times, can be just what you need to help your business grow. How can you make the determination to play offence and be part of the 20 percent of people finding business development opportunities right now?

In this episode, Kirk continues his conversation with Coach Joe Lukacs. With over 26 years of experience coaching financial advisors, Coach Joe shares his knowledge on the strategies you can use to truly influence others and achieve success in your practice during trying times.

In this episode, you will learn:

  • How to influence your network by offering certainty 
  • Why you should focus on selling a conversation
  • How to create messages that spark more conversations on LinkedIn 
  • And more!

Tune in now and make the decision to play offense by being a leader when people need one the most!

Resources:  Top Advisor Marketing | Coach Joe LI | Magellan Mastermind & Network | Special Episode With Joe Lukacs 

Brought to you by: Iris.xyz


Special COVID-19 Episode: It’s Time To Step Up Your Game — With Joe Lukacs



Today’s environment of self-isolation can often leave people feeling uncertain about things. Now is the time to step up and take care of yourself, your team, and your clients! 

In this episode, Matt and Kirk speak with Coach Joe Lukacs, coach to financial advisors. Coach Joe shares the lessons learned from the market downtime of 08/09, so you can better position yourself to get through these trying yet recoverable days.

In this episode, you will learn:

  • How to ask questions in the proper order to get people to answer honestly
  • Why you must accept the challenge to create certainty in these uncertain times
  • Ways to not only survive but to thrive
  • And more!

Tune in now because it is time to step up your game and ‘rockstar’ your business! 

Resources:  Top Advisor Marketing | Coach Joe Lukacs LI | Magellan Mastermind & Network

Brought to you by: Iris.xyz 


Episode 223: Are You Scaling Your Credibility?



Are you tired of spending time away from the office and your family to speak at events? There are benefits to public speaking, but what if you could reach an infinite number of people at once, all while conserving your time and energy?

In this episode, Matt and Kirk explain how you can benefit from scaling your credibility. You will hear success stories of advisors who’ve pulled this off and learn ways to start marketing yourself more efficiently.

In this episode, you will learn:

  • The benefits of scaling your credibility
  • How to determine if scaling your credibility aligns with your business goals 
  • How to use content to build relationships with prospects
  • Why having content and a complete LinkedIn profile can shorten your sales cycle
  • And more!

Tune in now and learn how to start scaling your credibility!

Resources:  Top Advisor Marketing | Kirk on LinkedIn | Matt on LinkedIn

Brought to you by: Iris.xyz 


Episode 216 – 8 Content Marketing Trends for 2020



When you’re communicating with your audience and marketing your expertise, are you still taking a sales-oriented approach? How long has it been since you updated your marketing strategy?

Marketing is quickly shifting. What does the 2020 marketing landscape look like for advisors?

A big hint is relationship marketing. The majority of the content you produce needs to be about results and actionable items for your audience. Today, Matt and Kirk talk about the 8 trends that will have a great impact on advisors’ marketing this year.

In this episode, you will learn:

  • How to use content to build your authority
  • How to create results-focused content
  • Why lead generation is a thing of the past
  • And more!

Tune in now to learn about the 8 marketing trends that are set to dominate 2020. 

Resources:  Top Advisor Marketing | How Good Advisor-Marketing Happens in the Expertise Economy | 10 Biggest Content Marketing Trends that Will Dominate 2020

Brought to you by: Iris.xyz 


Episode 215 – Why Your Online Reputation Matters — With Sameer Somal



What do you do when you want information? Do you search the internet?  Did you know 93% of online experiences begin with opening a search engine like Google?

In this episode, Kirk Lowe is speaking with Sameer Somal, founder of Blue Ocean Global Technology. Kirk and Sameer explore the importance of why your online reputation matters, and what you can do to manage that reputation.

In this episode, you will learn:

  • Why it is important to have a good online reputation
  • What is SEO, and Online Reputation Management (ORM)
  • How to become more referable by leveraging your ORM 
  • What tips you can use to successfully manage your online reputation
  • And more!

Tune in now and take in some tips for managing your online reputation!

Resources:

Top Advisor Marketing | Blue Ocean Global Technology | Sameer Somal Email | Sameer Somal LinkedIn

Brought to you by: Iris.xyz 

Additional Resources:

7 Proactive Steps to Safeguard Your Online Reputation

What is the Difference Between SEO and ORM


Episode 211 – Business Tips for a Dialed-In and Successful 2020



There are many aspects that can determine whether a business will be successful or not, but it all starts from the inside. As an advisor, there’s only so much you can do by yourself. That’s why we recommend being dialed-in and creating synergies that will help your business thrive.

Start your 2020 with clear 20/20 vision by listening to Matt and Kirk as they discuss the benefits of being dialed-in, what challenges business owners face when they’re not creating enough synergies, and how to manage and overcome roadblocks in your business.

In this episode, you will learn:

  • Why having a clear and distinct brand can make you more referable
  • Warning signs that you’re not dialed-in
  • Why it’s important to create a positive work culture
  • How to find your focus
  • And more!

Tune in now and start your year with 20/20 vision by listening to this value-packed episode.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 12 — The Best Tips From Our 12 Days of Marketing Series



We hope our 12 Days of Marketing series has given you the inspiration you need in order to achieve 20/20 vision and perfection in the new year. But the festivities aren’t over yet!

In the twelfth and final episode of our annual series, Matt and Kirk recap their best tips from the past 11 days. If you haven’t taken notes yet, we recommend that you write down these ideas so you can incorporate them into your 2020 plan.

In this episode, you will learn:

  • How to stay top-of-mind by using social media and Micro-Influence strategies
  • The benefits of outsourcing your marketing
  • Ideas for finding podcast topics that solve your audience’s biggest challenges
  • What change you can make today to improve your speaking skills
  • How to stay relevant and use organic techniques to build relationships
  • And more!

Tune in now to learn the best tips from our 12 Days of Marketing series. And thank you for joining us for this holiday tradition!

Resources:  Top Advisor Marketing | Influence is Marketing – Be Your Own Loud  | 12 Days of Marketing series

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 11 — Best Practices for Showcasing Your Expertise on Social Media



Do you know how to use social media to showcase your expertise?

In the eleventh episode of our 12 Days of Marketing series, Matt and Kirk uncover social media best practices that you can put into action right away. You will learn which content algorithms prioritize, strategies for introducing your network to your expertise, and why LinkedIn is the ideal platform for sharing your expert content.

In this episode, you will learn:

  • Examples of how to use long-form content to create consumable micro-content
  • What the purpose of expertise marketing is and how to do it
  • About current LinkedIn stats that every advisor needs to know
  • Tried-and-true ways to get engagement on your LinkedIn posts
  • And more!

Tune in now and learn how to share your expertise on social media!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz


12 Days of Marketing – Episode 10 – How to Create Your Powerful Hook



Are you inspiring your prospects to take action? As you will soon find out, having a clear and succinct hook can help you to stand out and influence your target audience.

In this tenth episode of 12 Days of Marketing series, Matt and Kirk teach you how to craft your powerful hook and when to use it. Get ready to hear real examples of thought-provoking and memorable hooks!

In this episode, you will learn:

  • What is meant by a “hook”
  • How a hook differs from a value proposition
  • What the elements of a powerful hook are
  • Examples of succinct and powerful hooks 
  • And more!

Tune in and learn how to craft your hook today!

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 9 — 9 Ways to Become a Good Podcast Guest



If a podcaster invited you onto their show, would you know how to be a good guest?

In the ninth episode of our 12 Days of Marketing series, Matt and Kirk uncover tips for becoming the type of guest that podcast hosts and their listeners will appreciate. Jot down these pointers for your next podcast appearance or public relations opportunity!

In this episode, you will learn:

  • Why being a guest is not a substitute for having your own podcast
  • How to go about researching the podcast host beforehand
  • What advisors tend to do during client meetings that they should NOT do during a podcast
  • What “matching” is and how to do it
  • Why people use filler words and how to avoid saying them 
  • And more!

Tune in now to learn nine ways to become a good podcast guest!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz


12 Days of Marketing – Episode 8 — 8 Ways to Retain Your Audience



Are you creating content that looks almost identical to all the other advisor-content out there? Start creating value-packed content for a specific audience that keeps them coming back for more. 

In the eighth episode of our 12 Days of Marketing series, Matt and Kirk talk about eight ways to retain your audience. Covering a variety of content types, this conversation is filled with advice on how to stay top-of-mind and build loyalty with your audience. 

In this episode, you will learn:

  • Recommendations for making your content distinct and filled with value
  • How to draw information out of your podcast guests that will benefit your listeners
  • How to use giveaways to retain your audience
  • Words of advice about incorporating topics that add value to your audience’s lifestyle
  • And more!

Tune in now and learn how to keep your audience excited about your content!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 7 — 7 Ways of Self-Marketing for Advisors



It’s time to get out of your office, attend an event, and make some connections! As an advisor, it is important to not only market your business but to also market yourself.

In the seventh episode of our 12 Days of Marketing series, Matt and Kirk discuss how to market yourself in the expert economy that advisors are in today. This episode is filled with ways that you can put yourself out there and promote your expertise!

In this episode, you will learn:

  • The do’s and don’ts of self-marketing
  • How having passions outside of work can help attract new clients
  • Why being resourceful can help you find opportunities to have meaningful conversations
  • Unconventional ideas for re-engaging your network on LinkedIn
  • And more!

Tune in now and learn seven ways to start marketing yourself today! 

Resources: Top Advisor Marketing | Marketing Plan Tactics for Top Advisors | Anatomy of a Whitepaper 

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 6 — Podcast Coaching Tips



Whether you host your own podcast or are considering starting one, have you considered what it takes to become listenable and likable?

In the sixth episode of our 12 Days of Marketing series, Matt and Kirk take you inside our Podcast Coaching Program to uncover how they evaluate podcasters. This fun and highly practical conversation is full of podcasting tips that you can use right away!

In this episode, you will learn:

  • Why it’s necessary to go “over the top” with your emotions while podcasting
  • Which words make listeners cringe
  • Why your podcast needs a call-to-action in every episode
  • Details about our upcoming Podcast Coaching Program
  • And more!

Tune in now and get tips to boost your podcasting skills!

Resources:  Top Advisor Marketing

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 5 — How to Think of In-Demand Podcast Topics Now



“How will I come up with podcast topics that interest my listeners?” That’s the number one question that aspiring advisor-podcasters ask us. 

In the fifth episode of our 12 Days of Marketing series, Matt and Kirk share the best ways to come up with the topics your audience cares about. Whether you’re podcasting or writing, this is the advisor’s guide to generating ideas that are compelling and compliance-friendly.

In this episode, you will learn:

  • Where to draw topic ideas from 
  • How to keep the discussions in your podcast compliant
  • Do’s and don’t’s for titling your podcast episodes
  • What to consider when you’re writing podcast summaries
  • And more!

Tune in now and learn how to create engaging podcasts!

Resources:  Top Advisor Marketing | How to Plan Your Podcast Topics (And Never Run out of Ideas!) | Should Advisor-Podcasters Talk Only About Financial Topics? | How to Start Your Own Podcast | Blog Title Generator | Iris. xyz

Brought to you by: Iris.xyz 

 


12 Days of Marketing – Episode 4 — 4 Benefits of Niche Marketing for Advisors



Do you want to create more value and quality for a specific audience? Do you want to attract more people? Then look no further than niche marketing, a necessary approach for today’s advisors. 

In the fourth episode of our 12 Days of Marketing series, Matt and Kirk bring you four benefits of niche marketing. This is a conversation that uncovers what your marketing strategy will look like once you’re dialed in on a specific audience and why this approach will make you happier at work.

In this episode, you will learn:

  • About the four benefits of niche marketing
  • How niche marketing allows you to boost your efficiency
  • Why a niche marketing approach helps you to attract more clients
  • Why you can offer much more value with niche marketing 
  • And more!

Tune in now and get into the spirit of niche marketing!

Resources:  Top Advisor Marketing | 3 Stages To Creating New Offerings That Your Clients Will Value | Episode 90: Striking it Niche with Stephen Wershing | Episode 96: Next Level Niche with Marci Bair | Ep 161: The Top 10 Arguments Against Niche Marketing – And Why They’re All Wrong! | The Dip by Seth Godin 

 

Brought to you by: Iris.xyz 

 


12 Days of Marketing – Episode 3 — 9 Best Practices for Building Your Marketing Team



As your business grows, you will find yourself in need of a marketing team. But not just any team — one that’s ready for compliance and ready to rock the digital world.

In the third episode of our 12 Days of Marketing series, Matt and Kirk discuss nine things to consider as you build your marketing team. Take notes and learn how to find marketing talent that will go the distance for your firm. 

In this episode, you will learn:

  • The do’s and don’ts of building your marketing team
  • What tasks you should in-source and outsource  
  • Words of advice about hiring people with experience in your industry
  • Our philosophy on trust and outsourcing
  • Why it is important to implement the plan and adjust along the way
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing | Outsourcing Your Social Media: How It Works | 9 Best Practices For Building Your Marketing Team | Episode 48: The New Advisor Reality – 100% Outsource Marketing

Brought to you by: Iris.xyz 


12 Days of Marketing – Episode 2 — 2 Ways to Keep Your Prospects Engaged During the Sales Process



You know your sales process is a hit when you have the ability to keep your prospects engaged throughout the sales funnel journey until they finally say YES.

In the second episode of our 12 Days of Marketing series, Matt and Kirk discuss two ways advisors can keep prospects engaged and build relationships during the sales process. This conversation is filled with ideas on how to give your prospects value and keep the momentum going! 

In this episode, you will learn:

  • How to provide more value to your clients
  • How to court a prospect
  • What you should avoid doing
  • And more!

Tune in now and get ahead on your 2020 marketing planning strategy!

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 

 


12 Days of Marketing – Episode 1 — 1 New Marketing Strategy: Micro-Influencer



Welcome to our 12 Days of Marketing series! If you’re looking for holiday magic that will prepare you to hit the ground running in 2020, pour yourself a hot chocolate and tune in!

In today’s episode, Matt and Kirk speak about how influence has become a crucial aspect of advisor marketing. But this isn’t a Tony-Robbins level of influence, it’s Micro-Influence —  a pursuit that is much more worthwhile and achievable for advisors. Get ready for a conversation that just might change your whole approach to building relationships with your ideal prospects. 

In this episode, you will learn:

  • What a “Micro-Influencer” is and why Matt and Kirk felt compelled to coin this term
  • Which forms of content build credibility with your prospects
  • About the overlooked benefits of podcasting or doing radio
  • Easy ways to repurpose one piece of content 
  • And more!

Tune into our first Day of Marketing to uncover a whole new way of building your influence!

Resources:  Top Advisor Marketing 


Episode 207 – How to Find Your Resilience



As a business owner or professional, at one point or another, you will likely experience high levels of stress from different sources such as finances, unexpected changes in the industry, work/life balance — and you need resilience to help you bounce back. Where will you start?

Join Matt Halloran and Kirk Lowe in this episode, where they share ways they’ve found their resilience and what they do to maintain it and keep building on it. 

In this episode, you will learn:

  • Why understanding yourself can help you find resilience
  • What role gratitude plays in maintaining resilience
  • How problem-solving skills can help you stay resilient
  • How a strong social network can help
  • How to process change
  • And more!

Tune in now and get inspired to keep developing this essential quality in life.

Resources:  Top Advisor Marketing 

Brought to you by: Iris.xyz 


Episode 206 – 3 Marketing Trends for Advisors Who Want to Stand Out — With Jillian Bannister



Are you using the latest trends to help you stand out from the advisor down the street?

Today, Matt welcomes Jillian Bannister, CEO and co-founder of Ext. Marketing, to uncover three marketing trends for advisors. This is a must-listen conversation where you will learn about attracting up-and-coming demographics and the importance of testing your brand to see what is resonating with your target audience. 

In this episode, you will learn:

  • Which social media platform is the ideal place for advisors to reach their audience
  • Words of advice about segmenting your millennial audience
  • The importance of focusing on people who are interested in ESG and socially responsible investing
  • How long it takes for an advisor to gain traction on a new brand
  • And more!

Tune in and learn how to become bigger and better!

Resources:  Ext. Marketing | Email Jillian | Jillian Bannister’s LinkedIn

Brought to you by: Iris.xyz


Episode 205 – The Time for Succession Planning Is Now — With George Hartman



You’ve poured your heart and soul into launching your business and creating growth. Wouldn’t you like your business to live on even after you’re no longer here?

In this episode, Kirk Lowe speaks with George Hartman, co-founder and CEO of Market Logics. They unpack what gets in an advisor’s way of putting a succession plan in place, how to get started, and where marketing fits into the process. This episode is a must-listen for all entrepreneurs who want their businesses to endure for generations to come.

In this episode, you will learn:

  • What gets in the way of putting a plan in place
  • The steps required to successfully exit your business
  • What options are available to advisors
  • The purpose of a continuity partner
  • Where marketing fits into the succession planning process and how important it is 
  • And more!

Tune in now and experience the excitement around keeping your business successful for generations to come!

Resources:  Top Advisor Marketing | Market Logics

Brought to you by: Iris.xyz 


Episode 204 – Transform Your Thinking for Better Digital Marketing Outcomes — With James Robert Lay



What is keeping you from creating a digital marketing strategy that brings in leads and leaves you feeling confident about your firm’s future?

In this episode, Kirk Lowe has a riveting conversation with James Robert Lay, founder and CEO of Digital Growth Institute. They discuss how you can break through the barriers that are holding too many financial brands back from maximizing their digital growth potential.

In this episode, you will learn:

  • What challenges hold financial brands back from maximizing their digital growth potential
  • What the greatest opportunities are for financial brands to capture over the next 12-24 months 
  • How a financial brand marketing, sales, and leadership team can develop a digital growth mindset
  • What role humans will play, if any, in a digital consumer’s buying journey when shopping for a financial product
  • What lies ahead for Digital Growth Institute
  • And more!

Tune in now and get inspired to reach better digital marketing outcomes!

Resources:  Top Advisor Marketing | Digital Growth Institute

Brought to you by: Iris.xyz 


Episode 202 – The Evolution of Advisor Marketing



There has been considerable evolution in advisor brands. Many tactics advisors use to get their message out have changed, but interestingly enough, some things have stayed the same.

Today, Kirk Lowe and Matt Halloran dive into a subject that stirs up debates amongst advisors: marketing then and now. They examine the seven levels of the advisor marketing evolution to uncover how advisor brands have become what they are today.  

In this episode, you’ll learn:

  • The difference between branding and visual identity
  • How advisors started differentiating themselves from other advisors
  • What content marketing used to be versus what it is now
  • How advisors started building their credibility
  • And more!

 Tune in now and get your advisor brand up-to-date! 

Resources: Top Advisor Marketing | How to Start Your Own Podcast

Brought to you by: Iris.xyz


Episode 201 – How to Turn Your Clients Into Raving Fans — With Luke Acree



In the service-based sales industry, your business is built off of how well you can build and keep client relationships. That is the centralized belief of ReminderMedia.

In this episode, Kirk Lowe has a passionate conversation with Luke Acree, ReminderMedia’s founder and president. They discuss how to keep in touch with the clients in your database in such a way that they become raving fans of your organization. Every advisor knows the importance of gaining referrals and repeat business, but this episode will challenge you to examine what you’re doing today to inspire unwavering loyalty.

In this episode, you will learn:

  • About a unique and personalized gift idea that’s proving to be memorable and coveted by clients
  • How to use the FORD method to build client relationships that lend to future marketing opportunities
  • What it takes to intrigue your prospects’ curiosity and why these efforts are worthwhile
  • How humanizing yourself will help you build rapport with your clients
  • And more!

Tune in now and get a ton of ideas for inspiring your clients to become raving fans!

Resources:  Top Advisor Marketing | ReminderMedia

Brought to you by: Iris.xyz 


Episode 200 – Top Things We Have Learned in 200 Episodes



Today’s episode marks a special occasion for the Top Advisor Marketing team. It’s the 200th episode our Top Advisor Marketing Podcast! 

We couldn’t be more proud and motivated to share what we have learned along the way.

There are many variables in play when doing a podcast. There are technical, production, marketing, and even emotional aspects to consider. So how can you make sure your podcast lasts for 200 episodes and beyond — and brings you and your company success? Join your hosts, Matt Halloran and Kirk Lowe, as they share valuable lessons about their podcasting journey.

In this episode, you’ll learn:

  • The most important elements to having a successful podcast
  • Factors that can affect the quality of your recording
  • Why podcasting has been the best long-term investment for Top Advisor Marketing
  • Common podcasting mistakes you should avoid
  • And more!

 Tune in now and learn tips to make your podcasting experience more fun, efficient, and successful. 

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Episode 196 – 4 Steps to the Perfect Marketing Strategy



Efficient marketing strategies are an advisor’s best friend because they take little time and effort. They allow advisors to focus on what they are really good at, which is helping their clients achieve better financial outcomes.

With that said, what’s the best way to make your marketing strategies super efficient? What outcomes could you get by combining traditional and digital strategies? Join expert financial marketers and communicators, Matt Halloran and Kirk Lowe as they share which steps to follow to get the marketing results you need. 

In this episode, you’ll learn:

  • What a perfect marketing strategy looks like
  • How to make a real impact with your marketing
  • How to increase your chances of reaching your ideal audiences
  • Whether marketing to a specific niche limits your opportunities
  • And more!

 Tune in now and learn tips to make your marketing super efficient. 

Resources: Top Advisor Marketing | Breaking Money Silence® Podcast| 99 Best Marketing Ideas | Episode 180: How to Get Referrals Without Asking — Referrals Mini-Series Part 1

Brought to you by: Iris.xyz


Episode 192 – 6 Ways Podcasts Make You a Better Advisor 



Do you know the similarities between being a great podcast host and a great advisor? 

In today’s episode, Matt and Kirk bring light to these similarities and discuss how advisors can translate their podcasting experience into their career and practice. Join this conversation and learn six ways that podcasts can, in fact, make you a better advisor.

In this episode, you’ll learn:

  • How you can improve as an advisor by doing podcasts
  • The importance of listening to what your clients are saying
  • Tips on how to enhance your listening skills
  • The importance of resourcefulness 
  • How podcasting helps you develop leadership
  • And more!

Tune in now and learn six ways that podcasting can take your advisor skills to new heights.

Resources: Top Advisor Marketing 

Brought to you by: Iris.xyz


Episode 191 – What does it take to build a million-dollar company?



In today’s episode, Matt Halloran and Kirk Lowe discuss how they merged their businesses and experiences together and founded Top Advisor Marketing. Here, they share the ins and outs of their journey towards becoming a million-dollar company.

Join Matt and Kirk as they go through some of the steps that helped them successfully develop their thought-leadership and company, and the lessons they have learned along the way.

In this episode, you’ll learn:

  • How they became Top Advisor Marketing
  • What they have learned from their biggest mistakes
  • Strategies they have put in place to advance their business
  • How they have adjusted to the challenges of managing a growing business
  • And so much more!

Tune in now and find out more about Top Advisor Marketing and learn some tips you can also apply to your growing business.

Resources: Top Advisor Marketing 

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Episode 190 – The Truth about Marketing ROI



In today’s episode, Matt Halloran interviews our founder, Kirk Lowe, and they dive deep into the truth surrounding marketing ROI for advisors. 

For 20 years, Kirk has observed which marketing strategies give advisors the best outcomes. In this episode, he walks you through different mediums to explore their ROI-potential, their disadvantages, and what it takes to see worthwhile outcomes. 

In this episode, you’ll learn:

  • Which mediums are producing the best ROI
  • What role advisors play in creating their ROI
  • What the Micro-Influencer term means
  • How you can become more compelling with your niche
  • And so much more!

 Tune in now and find out the truth about marketing ROI for advisors.  

Resources: Top Advisor Marketing 

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Ep 170- #BeYourOwnLoud



Matt and Kirk are back on the mic today to discuss #BeYourOwnLoud – how you as an advisor can share your story and build relationships.

Combining the power of LinkedIn and Podcasting, our #BeYourOwnLoud service, Micro-Influencer, is our two part service that can act as an entire marketing strategy for advisors.

With over 20 years in the business, Kirk has experience with just about every marketing tactic that walks across conference stages. Never in his career has he been this excited about a product that offers something truly extraordinary for advisors.

If you’re looking to grow your business and develop lasting consumer relationships, this is an episode you won’t want to miss!

Links: Join the Micro-Influencer Revolution


Ep 128 – Four Steps to Marketing in 2019



Welcome back to our third season of Top Advisor Marketing Podcast! To get you ready for 2019, our host, Matt Halloran, is joined by marketing and branding expert Kirk Lowe to discuss four steps to marketing in 2019!

Get ready for a new-and-improved you this year as Kirk and Matt walk you through the exact process they offer their branding clients. It’s a process Kirk has spent the past 18 years perfecting. Using their proven four step process: attract, intrigue, engage, and influence, Kirk and Matt share several actionable steps you can take to bring your ideal clients through the door!

Be sure to listen in today and begin your marketing success!

 Links: Marketing Plan Tactics | Marketing BluePrint Video


MarketCounsel Summit Series: Make Your Move with Mark Albers



Are you a wirehouse advisor who’s thinking of striking out on your own? Our next guest in the MarketCounsel Summit series has plenty of experience with helping advisors make that big decision.

Meet Mark Albers, president and CEO of Kinetic Strategic Partners. In this episode, Mark explains the science and art of helping advisors figure out what to do—stay or leave the big firm. He also speaks to the rest of the transition process, uncovering overlooked growth plan issues and the importance of building your own brand recognition. Tune in now to learn more!

Resources: Kinetics Financial Advisors | MarketCounsel Summit


MaketCounsel Summit Series: Breaking Away with Todd Thomson



Like spring birds leaving the nest, many advisors will go out on their own over their professional lifetime.  And when it’s time to step away and create your own company, there can be a myriad of concerns you just hadn’t thought of before.

Joining Matt in Vegas is the chairman of Dynasty Financial Partners, Todd Thomson, to discuss the advantages of finding a wealth management and technology provider when you break away from a previous firm.

Dynasty is an integrated service provider for independent RIAs who are in need of some support to become more profitable. With several years of experience, Todd and his team understand the complexities that come with setting up your own firm, from which custodian you want to work with, to the technology you need to provide the best service.

If you’re ready to break out on your own, be sure to listen with Todd and Matt to hear about some very important decisions you’ll need to be making!

Links: Todd Thomson LinkedIn | Dynasty Financial Partners | MarketCounsel Summit

 


MaketCounsel Summit Series: The Three Things Advisors Need To Know About Litigation with Sharon Ash



Are you considering setting up a new firm? Do you understand the processes involved to insure your business is taken care of? If you’re curious about the litigation behind setting up a firm, we’ve got answers!

Joining Matt today is the Chief Litigation Counsel from Hamburger Law Firm, Sharon Ash. Together, Sharon and Matt explore three major topics of what a law firm can do for a financial service professional.

Listen in today to learn more about litigation and your financial services business.

LINKS: Sharon Ash LinkedIn | Hamburger Law Firm | MarketCounsel Summit

 


MarketCounsel Summit Series: The Value of a Dedicated RIA with Robb Baldwin



When it comes to running your independent RIA, are you using all the right tools?

Joining host Matt Halloran today is Robb Baldwin, President and CEO of TradePMR, to dissect and uncover the value of having a trusted partner for innovative technology and dedicated RIA services to cultivate your independence.

Having grown up in the world of broker’s offices and reading the Wall Street Journal, Robb’s career in finance began at the age of 12. Twenty years ago he began TradePMR, which has built a reputation for high quality services and an emphasis on knowing everybody’s name.

Join Matt and Robb as they discuss the value in working with a company such as TradePMR, not just for your clients, but for your marketing potential! Be sure to listen in today!

Links: Robb Baldwin LinkedIn | TradePMR | MarketCounsel Summit


MarketCounsel Summit Series: Build a Thriving Independent Business with Craig Butler and Craig Stuvland



Top Advisor Marketing is here with another interview from the MarketCounsel Summit in Las Vegas!

Meet Craig Butler and Craig Stuvland of Tru Independence. They’re in the business of transforming disgruntled employees into satisfied business owners. Their team provides an unmatched amount of support to wirehouse advisors by serving as their middle and back office. Tune in now to learn about their unique service!

Resources: Tru Independence | MarketCounsel Summit


MarketCounsel Summit Series: Operational Readiness: Getting out of Your Own Way with Mike Reed



If you’re a CEO, then you have an overflowing to-do list. But how many items on that list are things that you just don’t want to do? Chances are, an operations manager would love to take on those tasks.

Mike Reed, the chief operating officer of Dakota Wealth Management, is here to explain why hiring an operations manager is an investment you won’t regret. Learn how to create operational readiness in your firm and stop impeding your own potential. Tune in now to learn more!

Resources: Dakota Wealth Management


MarketCounsel Summit Series: Forget Everything You Thought You Knew About Being a Fiduciary with Don Trone



The episode you’re about to listen to will challenge mainstream ideas about what it means to be a fiduciary.

Get ready to shift your perspective with Don Trone, a MarketCounsel Summit keynote speaker. Don explains why the CFP Board is one of the biggest problems in the fiduciary space, and how he has literally written the book that integrates leadership, stewardship, and governance. Tune in now to learn more!

Resources: 3ethos


MarketCounsel Summit Series: The Most Important Data Questions Advisors Are Not Asking—with George Svagera



Next up on the MarketCounsel Summit series is keynote speaker George Svagera of Orion. Fresh off the stage, George is here to address advisors’ biggest pain points with data and technology.

George has worked with a lot of advisers who went through the evaluation process for an operating system, made a decision, and then six months later they’re seeking out different providers. In this episode, George explains how advisors can get it right the first time and make a decision that sticks. Tune in now to learn more!

Resources: Orion Advisor Services


Market Counsel Summit Series: Cracking the Merger and Acquisition Code with Greg Friedman



Many advisors dream of doing an acquisition or merger, but being successful in these ventures is a whole other conversation. Luckily, the next guest on the MarketCounsel Summit series can speak to making these moves successfully.

Greg Friedman, CEO of Private Ocean, shares his experiences with small beginnings, merging, and keeping company culture and philosophy top of mind. Tune in now to learn more!

Resources: Private Ocean